Statements Object

Key	Type	Description
error_code	string	See Common Errors for more information
http_code	string	See Common Errors for more information
limit	integer	Number of statements per page
page	integer	Page number
page_count	integer	Number of pages
statements[ ]	array of objects	List of statement objects
statements_count	integer	Total number of statements
success	boolean	Request success

Statement Object

Key	Type	Description
_id	string	The Object ID of the statement.
client_id	string	The Client ID.
date_end	integer (milliseconds since Unix epoch time)	End date of statement period.
date_start	integer (milliseconds since Unix epoch time)	Start date of the statement period.
urls	list of objects	Object containing list of URLs to view statements in various formats.
urls.csv	string or array of strings	URL to view statement in CSV format.
urls.pdf	string	URL to view statement in PDF format.
urls.json	string or array of strings	URL to view statement in JSON format.
node_id	string	The Node ID for the statement.
user_id	string	The User ID for the statement.
link	string	For certain types of documents we will only provide a single link to the immutable PDF version. In these cases multiple document formats will not be provided in the `urls` field, and the `type` field will be returned. More details below.
type	string	The type of the statement. For instance, type will be `1099_INT_2019` for end-of-year 1099-INT tax forms generated for accounts that earn more than $10 in interest (click here for additional details).

Supported Node Types

CLEARING-US
CRYPTO-US
CUSTODY-US
DEPOSIT-US
IB-DEPOSIT-US
IB-SUBACCOUNT-US
LOAN-US
RESERVE-US
SUBACCOUNT-US

Statement Frequency

Except for revolving, statements are available on the 15th of every month for the previous month. For example, statements for the month of January will be available on February 15th.

Statements for revolving loans are available on the 7th of every month for the month prior.

Statement Formats

View an example statement. Statements will be available in three different formats: csv, pdf, and json.

The statement object's url fields may be returned as either strings or arrays of strings depending on the length of the statement. If it's large enough, it will be split into parts. The PDF will always be a string but the CSV and JSON can be a string or arrays of multiple strings.

Statements will list the following:

Starting and ending balance
Platform contact information
List of transactions
Error resolution information